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Firms - Form ADV

NameLast Filing
SOUTHWEST MONEY MANAGEMENT INCFeb 23, 2026
ARNOLD WEITZ & COFeb 23, 2026
CARSON MANAGEMENT COMPANY, LLCFeb 23, 2026
SUMMIT FINANCIAL STRATEGIES INCFeb 23, 2026
FRORER PARTNERS L.P.Feb 23, 2026
FALCON POINT CAPITAL, LLCFeb 23, 2026
NEW CENTURY PARTNERSFeb 23, 2026
TRAN CAPITAL MANAGEMENT, L.P.Feb 23, 2026
MOLER CAPITAL MANAGEMENTFeb 23, 2026
NEUMANN ADVISORY HONG KONG LIMITEDFeb 23, 2026
WAVE WEALTH MANAGEMENT, LLCFeb 23, 2026
BAY CITY CAPITAL GF XINDE INVESTMENT MANAGEMENT COFeb 23, 2026
HUMMEL WEALTH MANAGEMENT, LLCFeb 23, 2026
WEST END WEALTH MANAGEMENT, LLCFeb 23, 2026
OAK ASSET MANAGEMENT, LLCFeb 23, 2026
BONFIRE FINANCIAL, LLCFeb 23, 2026
WAYPOINT WEALTH MANAGEMENTFeb 23, 2026
SHUM FINANCIAL GROUP, INC.Feb 23, 2026
NEXUS CAPITAL, LLCFeb 23, 2026
T.T.G. FINANCIAL, INC.Feb 23, 2026
SEDONA ASSET MANAGEMENT SERVICES, LLCFeb 23, 2026
P.F. ROBERTS & ASSOCIATESFeb 23, 2026
ANTONETTI CAPITAL MANAGEMENT, LLCFeb 23, 2026
JORDAN FINANCIAL LLCFeb 23, 2026
OLIMPIO NEU & ASSOCIATES, INC.Feb 23, 2026
ANCHOR FINANCIAL GROUPFeb 23, 2026
R.H. INVESTMENT GROUP, LLCFeb 23, 2026
WORTHSCAPE, LLCFeb 23, 2026
UNCOMMON CENTS INVESTINGFeb 23, 2026
LLOYD PARK, LLCFeb 23, 2026
MODUS ADVISORS, LLCFeb 23, 2026
STONEBRIDGE WEALTH MANAGEMENT LLCFeb 23, 2026
WENNING INVESTMENTS, LLCFeb 23, 2026
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.Feb 23, 2026
LANDY INVESTMENT MANAGEMENT LLCFeb 23, 2026
NEWAGE ADVISORS LLCFeb 23, 2026
MADRID RETIREMENT ADVISORSFeb 23, 2026
HERITAGE INCFeb 23, 2026
STEADY RETURNSFeb 23, 2026
FIOH GLOBAL ASSET MANAGEMENT AND STRATEGIES, LLCFeb 23, 2026
CLEAR POINT LLCFeb 23, 2026
SCRUGGS ADVISORS, LLCFeb 23, 2026
VESTED PARTNERS: A MULTI-FAMILY OFFICEFeb 23, 2026
MERIDIAN WEALTH MANAGEMENT, INCFeb 23, 2026
J. FREEMAN & ASSOCIATESFeb 23, 2026
A.E. LAUFER FINANCIAL SERVICES, INC.Feb 23, 2026
FOCUSED FINANCES, LLCFeb 23, 2026
RA ADVISORY LLCFeb 23, 2026
LEECHGARY ASSET MANAGEMENT LLCFeb 23, 2026
O'DONNELL PORTFOLIO MANAGEMENT, INC.Feb 23, 2026
WILSON INVESTMENT SERVICESFeb 23, 2026
FINNESTAD FINANCIALFeb 23, 2026
TREMONT STREET ADVISORS, LLCFeb 23, 2026
AFL ADVISORY GROUP LLCFeb 23, 2026
LIFE PLANNING SOLUTIONS, LLCFeb 23, 2026
PROSPERITY ADVISERS, LLCFeb 23, 2026
GREEN FINANCIAL MANAGEMENT, LLCFeb 23, 2026
VIRTUE ASSET MANAGEMENT LLCFeb 23, 2026
KB FINANCIAL ADVISORS LLCFeb 23, 2026
SOVEREIGN FINANCIAL SERVICES, LLCFeb 23, 2026
ACORN CAPITAL PARTNERS, LLCFeb 23, 2026
MCM ADVISORY, LLCFeb 23, 2026
KANE FINANCIAL PLANNINGFeb 23, 2026
MITCHELL GROUP DELAWARE LLCFeb 23, 2026
WEALTH MANAGEMENT CONSULTANTS, LLCFeb 23, 2026
SAPPHIRE WEALTH CONSULTING, INC.Feb 23, 2026
BLUE SUMMIT WEALTH MANAGEMENTFeb 23, 2026
ROWAYTON INVESTMENT ADVISORSFeb 23, 2026
SUNRIFT CAPITAL PARTNERS LLCFeb 23, 2026
RED ROCK CAPITAL ADVISORS, LLCFeb 23, 2026
WILLIAMS WEALTH MANAGEMENT, INC.Feb 23, 2026
CENTRIPLAN, LLCFeb 23, 2026
QUALITY WEALTH CARE, LLC.Feb 23, 2026
PEARSON FINANCIAL SERVICESFeb 23, 2026
INNOVA CAPITAL MANAGEMENT, LLCFeb 23, 2026
BRIGHTPATH FINANCIAL, INC.Feb 23, 2026
TRUE VINE INVESTMENTSFeb 23, 2026
MJM FINANCIAL ADVISORS, LLCFeb 23, 2026
CONNOLLY WEALTH MANAGEMENTFeb 23, 2026
PREMIERE MANAGEMENTFeb 23, 2026
MTR ADVISORY SERVICES, INC.Feb 23, 2026
COMPASS RETIREMENT GROUP LLCFeb 23, 2026
CANNISTRA FINANCIAL ADVISORS INC.Feb 23, 2026
K. D. CLEWLEY CAPITAL MANAGEMENTFeb 23, 2026
VARIPLAN, LLCFeb 23, 2026
LIFEPLAN FINANCIAL SERVICES, LPFeb 23, 2026
LEE R. ROBINSON & ASSOCIATESFeb 23, 2026
GLACIER PEAK CAPITAL MANAGEMENT, LLCFeb 23, 2026
WISE PLANNING, INC.Feb 23, 2026
AUGUST WEALTH GROUP, INC.Feb 23, 2026
BERGLAND WEALTH MANAGEMENT, INC.Feb 23, 2026
MOORE FINANCIAL STRATEGIES, LLCFeb 23, 2026
SUMMER FIELDS INVESTMENTS, LLCFeb 23, 2026
GULFSTREAM CAPITALFeb 23, 2026
IME FINANCIAL, LLCFeb 23, 2026
BORRERO INVESTMENT MANAGEMENT, LLCFeb 23, 2026
UNLEASHED FINANCIAL LLCFeb 23, 2026
BLUE ROCK FINANCIAL SERVICES, INC.Feb 23, 2026
EVAN CAPITALFeb 23, 2026
VINCOSE CAPITAL MANAGEMENT, LLCFeb 23, 2026
JACKSON ASSET MANAGEMENT, INCFeb 23, 2026
BROOKSTONE FINANCIALFeb 23, 2026
WINTRICE MONEY ADVISORS, LLCFeb 23, 2026
SIERRA PACIFIC PRIVATE WEALTH, LLCFeb 23, 2026
SECURED RETIREMENT ADVISORS, LLCFeb 23, 2026
MFA GLOBAL CONSULTING GROUP LLCFeb 23, 2026
MURRAY FINANCIAL GROUP, INC.Feb 23, 2026
PICCOLO INVESTMENT CONSULTING, LLCFeb 23, 2026
COPPER LEAF FINANCIAL, LLCFeb 23, 2026
INTEGRATED WEALTH MANAGEMENT, LLCFeb 23, 2026
OPTIMUM WEALTH LLCFeb 23, 2026
MARK SHARP RETIREMENTFeb 23, 2026
TRUSCO INVESTMENT MANAGEMENT, LLCFeb 23, 2026
HALLGREN FINANCIAL LLCFeb 23, 2026
AMERICAN ADVISORS LLCFeb 23, 2026
SMITH & WYATTFeb 23, 2026
BAY HILL CAPITAL MANAGEMENT USA, LLCFeb 23, 2026
TALL PINES CAPITAL, LLCFeb 23, 2026
TRENDCALC DYNAMICSFeb 23, 2026
OUTLIER VENTURESFeb 23, 2026
CERTIFIED PLANNING SERVICES, LLCFeb 23, 2026
BITBULL CAPITAL MANAGEMENT LPFeb 23, 2026
WEALTH MANAGEMENT ADVISORS, LLCFeb 23, 2026
MERIDIAN FINANCIAL ADVISORY LLCFeb 23, 2026
PASADENA PRIVATE WEALTH, LLCFeb 23, 2026
HILTON HEAD WEALTH ADVISORS, LLCFeb 23, 2026
LIFETIME CAPITAL PLANNING GROUP LLCFeb 23, 2026
RW BAKER WEALTH MANAGEMENT GROUP LLCFeb 23, 2026
ELLSWORTH ADVISORS, LLCFeb 23, 2026
PRESPER FINANCIAL ARCHITECTS, LLCFeb 23, 2026
RED SKY FINANCIAL PLANNING, LLCFeb 23, 2026
FLATIRONS WEALTH MANAGEMENTFeb 23, 2026
SWARTZ ADVISORY LLCFeb 23, 2026
SILVERSTREET CAPITAL AGRICULTURAL ADVISORS LIMITEDFeb 23, 2026
CATALYST INVESTMENT MANAGEMENT LLCFeb 23, 2026
COSIMO VENTURE PARTNERS L.P.Feb 23, 2026
PREMIERE WEALTH ADVISORS, LLCFeb 23, 2026
CREATIVE CAPITALISTS, INCFeb 23, 2026
DEAN WEALTH PARTNERS, LLCFeb 23, 2026
MOUNTAIN CREEK CAPITAL, LLCFeb 23, 2026
DST WEALTH MANAGEMENT LLCFeb 23, 2026
GRANVILLE WEALTH MANAGEMENT, INC.Feb 23, 2026
CAPRI EGM, LLCFeb 23, 2026
RWF WEALTH MANAGEMENT LLCFeb 23, 2026
FINANCIAL SYNERGISTICS GROUP, INC.Feb 23, 2026
NEXT STEPS ADVISORS, INC.Feb 23, 2026
ADVENT ADVISORS LLCFeb 23, 2026
SCARSDALE CAPITAL LLCFeb 23, 2026
TAYLOR SECURITIES SERVICES, INC.Feb 23, 2026
FIRSTMINUTE CAPITAL LLPFeb 23, 2026
BAYSHORE FINANCIAL SOLUTIONS, LLCFeb 23, 2026
BRIDGEHAVEN CAPITAL MANAGEMENT LLCFeb 23, 2026
ELLEVATE ADVISORSFeb 23, 2026
GENESIS CAPITAL II LTDFeb 23, 2026
GENESIS CAPITAL LTDFeb 23, 2026
LYDIA PARTNERS MANAGEMENT, LLCFeb 23, 2026
SOUTHCOL ADVISORSFeb 23, 2026
RISE PRIVATE WEALTH ADVISORSFeb 23, 2026
SHALOM GLOBAL CAPITAL GROUP LLCFeb 23, 2026
WOOD CREEK CAPITAL ADVISORS, LLCFeb 23, 2026
PARADOX VENTURE CAPITALFeb 23, 2026
BALANCED PLAN FINANCIAL INVESTMENT ADVISORS, INC.Feb 23, 2026
ARKAY VENTURESFeb 23, 2026
CAPITAL WEALTH INVESTMENTSFeb 23, 2026
REDPOINT INVESTMENT ADVISORSFeb 23, 2026
EQUINOX FINANCIAL ADVISORS, INC.Feb 23, 2026
MYSTIC VALLEY INVESTMENTS, LLCFeb 23, 2026
TEMPLEMAN WEALTH MANAGEMENT INC.Feb 23, 2026
DENDRITE CAPITAL, LLCFeb 23, 2026
GENUINE WEALTH ADVISORS, LLCFeb 23, 2026
MANUKA FINANCIALFeb 23, 2026
LIFECRAFT FINANCIAL PLANNING, LLCFeb 23, 2026
AVESTA CAPITAL, LLCFeb 23, 2026
AIRANGELS MANAGEMENT, LLCFeb 23, 2026
BLUEWATER WEALTH MANAGEMENT, LLCFeb 23, 2026
MEGAN O'CONNOR CAPITAL, LLCFeb 23, 2026
ABRI LLCFeb 23, 2026
LIGATURE QUARTERLY FUND LLCFeb 23, 2026
TRELLA WEALTHFeb 23, 2026
CENTURION FINANCIAL STRATEGIES LLCFeb 23, 2026
ALPHAAI CAPITAL MANAGEMENTFeb 23, 2026
ASTEYA PARTNERS, LLCFeb 23, 2026
RUNA DIGITAL ASSETS, LLCFeb 23, 2026
FORWARD FINANCIAL LLCFeb 23, 2026
SPECIALIZED RETIREMENT CONSULTANTS LLCFeb 23, 2026
PINE HARBOR WEALTH MANAGEMENT LLCFeb 23, 2026
MEDICI CAPITAL PARTNERS MANAGEMENT LLCFeb 23, 2026
CANYON CREEK INVESTMENT ADVISORSFeb 23, 2026
ROBINSON GLOBAL INVESTMENT MANAGEMENT LLCFeb 23, 2026
STARS & STRIPES FINANCIAL ADVISORSFeb 23, 2026
SYNCHRONOUS WEALTH ADVISORS LLCFeb 23, 2026
TRIANGLE TWEENER FUND, LLCFeb 23, 2026
INCOMPASS FINANCIAL PARTNERS, LLCFeb 23, 2026
AQS MANAGEMENT, LLCFeb 23, 2026
SMALL VICTORIES WEALTHFeb 23, 2026
8020 CAPITAL LLCFeb 23, 2026
KRYGER CAPITAL LLCFeb 23, 2026
GENESIS CAPITAL III LTDFeb 23, 2026
ALLOY PARTNERS, INC.Feb 23, 2026
RED TORCH CAPITAL LLCFeb 23, 2026